What gets copied and what does not?

To access the Copy Customization feature

1. Click Setup  in the top-right corner of the CRM UI.
   
2. Under Data Administration, click Copy Customization.
   
   
3. You will now be in the Copy Customization section.
   
   
4. There are two buttons here:
   
1. Send Customization: Click this to send your CRM's customization to another CRM account.
   
   
2. Receive Customization: Click this to receive another CRM's customization and initiate its copying onto your CRM account.
   
   
5. You can use the Copy Customization history tab view past instances where you've sent or received customizations.
   
   

Copying customization from target to source account

1. The target account's admin will generate a key and share it with the source account's admin.
   
2. The source account's admin will use this key to send the customization.
   
3. The target account's admin will initiate the received customization.
   

The sharing of the key alone will happen outside the CRM. You can send it via email, chat, or any other means. The rest of the actions (generating the key, sending the customization, and initiating the received customization) are done within the CRM.

Step 1: Generate a copy customization key

1. In the target CRM account, click Setup  in the top-right corner of the CRM UI.
   
2. Under Data Administration, click Copy Customization.
   
3. Click Receive Customization.
   
4. Click Generate Copy Customization Key.
   
5. Once the key is generated, click Copy.
   
   
6. Send the key to the admin of the source account via email, chat, or any other means. The source account's admin can send the customization from their CRM. Once the administrator of the source account sends the customization, you'll be notified by email. Then you can proceed to step 3.
   
   
   
   
   

Step 2: Send your CRM's customization

Once the source account sends the customization to a target account, it cannot receive any Copy Customization requests until the target account's admin approves or rejects the current request. This is in place to ensure that there are no changes in the source account when the process is initiated by the target account.

Once the source account's admin receives the copy customization key from the admin of the target account, do the following:

1. In the source CRM account, click Setup in the top-right corner of the CRM UI.
   
2. Under Data Administration, click Copy Customization.
   
3. Click Send Customization.
   
   
4. Enter the key and click Send Copy Customization.
   
   
5. Click Yes, Proceed.
   
6. An email will be sent to the admin of the target account to notify them of the sent customization.

Step 3: Initiate the copying of a received customization

Note

1. Once the target account has received a customization, its admin cannot send a customization to any other org until the received customization is approved or rejected.
   
2. If you've stored data in custom modules or custom fields in your CRM, they will be lost once the received customization is applied.
   

1. In the target CRM account, click Setup  in the top-right corner of the CRM UI.
   
2. Under Data Administration, click Copy Customization.
   
3. Click Receive Customization.
   
4. You can only apply the received customization if you do not have any existing configurations. If your account has configurations, click Delete Configuration.
   
   
5. The received customization will be displayed as a card with the source account's name, admin name, org ID, and date and time of receiving the customization. Click Initiate.
   
   
6. Click Confirm. The configurations present in the source account at the time of clicking this button will be copied to your CRM account. The CRM screen will be locked to ensure that the customization is copied without any issues.
   
7. Once completed, your target account will have the configurations present in the source account.

Troubleshooting

The copying of a customization may fail due to any of the following reasons:

1. Copy customization key has expired: Please generate a new copy customization key, share it with the source account's admin, and ask them to send the customization.
   
2. Edition of the source account is higher than that of the target account: Ask the source account admin to send the customization from a CRM that is in the same edition as your account or lower. Alternatively, you can upgrade your CRM's edition to be the same as the source account or higher. This is in place to ensure that all configurations are copied flawlessly to your target account.
   
3. Target account has integrations and extensions configured: When you click Delete Configuration, the integrations and extensions will not be removed. You'll have to remove them manually. Once removed, you can initiate the customization process.